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Salesforce

2,899 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 1,077 increasing their positions, 1,225 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

7.12% more ownership

Funds ownership: 79.51%86.63% (+7.1%)

4% more funds holding

Funds holding: 2,7912,899 (+108)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.1B
Puts
$6.12B
Net Calls
Net Calls Change

Top Sellers

1 -$1.61B
2 -$1.15B
3 -$590M
4
Invesco
Invesco
Georgia
-$476M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$475M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
3001
Waverton Investment Management
United Kingdom
PCP
3002
Perbak Capital Partners
United Kingdom
GCM
3003
Gladius Capital Management
Illinois
SC
3004
Saiph Capital
New Jersey
ST
3005
Sageworth Trust
Pennsylvania
BI
3006
BlueSpruce Investments
Illinois
FSA
3007
Financial Sense Advisors
California
NWMG
3008
National Wealth Management Group
Ohio
SI
3009
Severin Investments
Missouri
IWN
3010
Independent Wealth Network
Iowa
BFS
3011
BridgePort Financial Solutions
Iowa
MS
3012
Mizuho Securities
Japan
APW
3013
Axim Planning & Wealth
Ohio
HHRDM
3014
H&H Retirement Design & Management
Nevada
CPC
3015
Cookson Peirce & Co
Pennsylvania
WA
3016
Win Advisors
Florida
RCM
3017
Requisite Capital Management
Texas
PFGIA
3018
Patriot Financial Group Insurance Agency
Massachusetts
ECM
3019
Element Capital Management
New York
RS
3020
R Squared
Hong Kong
PCM
3021
Polymer Capital Management
New York
SP
3022
SIH Partners
Delaware
FC
3023
Farringdon Capital
United Kingdom
BCI
3024
Blue Capital Inc
Nebraska
MAM
3025
MWA Asset Management
Massachusetts